This podcast explores a common challenge in Acumatica and presents a practical solution using business events and custom fields.
(a) Challenges:
- Delayed Email Notifications: Businesses often need to send automated emails at specific intervals after an event, such as 21 days after a sales order is marked complete.
- Acumatica Limitations: Out-of-the-box Acumatica lacks the functionality to handle delayed email notifications.
(b) Solution and Benefits:
1) Custom Field: Create a custom field to record the completion date of the sales order.
2) Business Event: Implement a business event that continuously monitors sales orders for the “complete” status.
3) Time Delay Calculation: The business event uses the custom date field to calculate if 21 days have passed since the order completion.
4) Automated Email Trigger: Once the 21-day mark is reached, the business event triggers the automated email notification.
Benefits:
- Automation and Efficiency: This solution eliminates manual intervention, automating the process and saving time.
- Timely Communication: Ensures clients receive notifications precisely when needed, improving communication and customer satisfaction.
- Simplified Processes: Streamlines operations by removing the need for manual tracking and follow-ups.
- Cost Savings: By reducing manual effort, the solution helps businesses save on labor costs.
This case highlights the power of customization and expert knowledge in overcoming Acumatica challenges. Tayana Solutions, with their extensive experience in Acumatica, can help businesses streamline processes and achieve greater efficiency.